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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Smith & Howard Wealth Management
Atlanta,
Georgia
| $251M | +$13.9M | +6% | 0.9% | 40.4% | 75 | 17.33% | 2.3 |
|
| 3127 |
3127
Stordahl Capital Management
Greenwood Village,
Colorado
| $251M | -$7.09M | -3% | 0.22% | 54% | 48 | 8.33% | 1.5 |
|
| 3128 |
RCM
3128
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $250M | -$41.2M | -14% | 0.71% | 31.2% | 39 | 10.26% | 3.4 |
|
| 3129 |
3129
Hardy Reed
Tupelo,
Mississippi
| $250M | -$4.09M | -2% | 0.91% | 69.7% | 71 | 9.86% | 0.7 |
|
| 3130 |
3130
Searchlight Capital Partners
New York
| $250M | -$10.4M | -4% | 4.47% | 38.5% | 6 | 0% | 1.3 |
|
| 3131 |
3131
Patton Fund Management
Dallas,
Texas
| $250M | -$1.76M | -0.7% | 1.84% | 211% | 89 | 40.45% | 0.2 |
|
| 3132 |
3132
MAK Capital One
New York
| $250M | +$39.4M | +19% | 13.9% | 200% | 5 | 0% | 2 |
|
| 3133 |
3133
Deer VIII & Co
Larchmont,
New York
| $250M | -$201M | -45% | 36.5% | – | 2 | 0% | 0.4 |
|
| 3134 |
3134
Callodine Capital Management
Boston,
Massachusetts
| $250M | +$20.4M | +9% | 0.4% | 53.8% | 39 | 35.9% | 0.5 |
|
| 3135 |
3135
Nicolet Bankshares
Green Bay,
Wisconsin
| $250M | +$10.4M | +4% | 2.56% | 75.5% | 189 | 12.17% | 2.8 |
|
| 3136 |
EGA
3136
E&G Advisors
Houston,
Texas
| $250M | +$15.2M | +6% | 2.11% | 97.7% | 187 | 8.56% | 2.7 |
|
| 3137 |
3137
Bach Option
Wanchai,
Hong Kong
| $249M | -$69.7M | -22% | 2.31% | 30.6% | 99 | 53.54% | 0.9 |
|
| 3138 |
SXL
3138
Summit X LLC
Chesterfield,
Missouri
| $249M | +$4.68M | +2% | 2.54% | 62.9% | 248 | 12.5% | 1.5 |
|
| 3139 |
3139
Corbyn Investment Management
Lutherville,
Maryland
| $249M | -$34.7M | -12% | 1.96% | 71.9% | 51 | 5.88% | 3.4 |
|
| 3140 |
3140
Fruth Investment Management
Houston,
Texas
| $249M | -$447K | -0.2% | 1.14% | 79.4% | 206 | 7.77% | 4.8 |
|
| 3141 |
3141
Affinity Wealth Management
Wilmington,
Delaware
| $249M | -$6.06M | -2% | 0.49% | 116% | 115 | 33.04% | 1.5 |
|
| 3142 |
3142
Doliver Advisors
Houston,
Texas
| $249M | -$4.79M | -2% | 2.81% | 92.3% | 182 | 39.56% | 1 |
|
| 3143 |
3143
White Lighthouse Investment Management
Bedford,
Massachusetts
| $248M | +$8.88M | +4% | 0.92% | 62% | 131 | 4.58% | 1.4 |
|
| 3144 |
3144
First National Corp
Rockland,
Massachusetts
| $248M | +$5.99M | +2% | 2.26% | 56.3% | 144 | 6.94% | 0.7 |
|
| 3145 |
3145
Glenview State Bank Trust Department
Glenview,
Illinois
| $248M | +$7.38M | +3% | 3.54% | 76.6% | 117 | 6.84% | 3.9 |
|
| 3146 |
3146
Schnieders Capital Management
Pasadena,
California
| $248M | -$6.87M | -3% | 3.38% | 103% | 171 | 8.77% | 3.7 |
|
| 3147 |
3147
Glassman Wealth Services
Vienna,
Virginia
| $248M | +$392K | +0.2% | 1.41% | 62.6% | 1,593 | 20.34% | 1.7 |
|
| 3148 |
3148
Marathon Capital Management
Hunt Valley,
Maryland
| $248M | +$2.75M | +1% | 4.05% | 74% | 124 | 18.55% | 2.4 |
|
| 3149 |
3149
Firsthand Capital Management
San Jose,
California
| $248M | -$12M | -5% | 4.39% | 265% | 58 | 20.69% | 2.5 |
|
| 3150 |
KS
3150
Karpas Strategies
Litchfield,
Connecticut
| $247M | +$6.45M | +3% | 4.17% | 16.1% | 123 | 2.44% | 4.8 |
|